TVTX vs VERA
TVTX: Rare kidney disease specialist with two approved FILSPARI formulations (IgAN, FSGS) and a clinical-stage enzyme therapy poised to become the first disease-modifying treatment for homocystinuria. VERA: Vera Therapeutics is developing atacicept, a first-in-class B-cell modulator targeting both BAFF and APRIL for autoimmune kidney diseases including IgAN, pending FDA decision in July 2026.
Side-by-side fundamentals
| Metric | TVTX | VERA | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $56.26 | $36.06 | |
| Market cap as of 2026-07-23 | $5.2B | $2.6B | |
| PEG as of 2026-07-23 | 1.06 | -0.08 | VERA lower |
| Net margin as of 2026-07-23 | -4.0% | n/a | |
| Gross margin as of 2026-07-23 | +98.6% | n/a | |
| Operating margin as of 2026-07-23 | -10.6% | n/a | |
| ROE as of 2026-07-23 | -26.8% | -74.9% | TVTX higher |
| ROA as of 2026-07-23 | -3.8% | -60.2% | TVTX higher |
| Debt / equity as of 2026-07-23 | 3.16 | 0.15 | VERA lower |
| Revenue growth (YoY) as of 2026-07-23 | +96.0% | n/a | |
| Revenue CAGR (3y) SEC XBRL | +64.9% | n/a | |
| Beta as of 2026-07-23 | 1.02 | 0.89 | |
| 1-year return as of 2026-07-22 close | +259.3% | +63.1% | TVTX higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.